Successful Portfolios

Successful Portfolios as of March 31, 2026

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 188 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.0 $9.0M 14k 647.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $8.6M 109k 78.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.4 $8.0M 13k 641.01
Wal-Mart Stores (WMT) 3.5 $6.3M 51k 124.06
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $6.2M 20k 318.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.0 $5.4M 223k 24.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.9 $5.2M 209k 25.00
Apple (AAPL) 2.7 $5.0M 20k 250.15
NVIDIA Corporation (NVDA) 2.7 $4.8M 29k 167.05
Microsoft Corporation (MSFT) 2.3 $4.3M 12k 364.88
Select Sector Spdr Tr State Street Tec (XLK) 2.3 $4.2M 32k 130.44
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $3.3M 33k 100.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.6 $3.0M 51k 58.53
Home Depot (HD) 1.6 $2.8M 8.6k 327.94
Amazon (AMZN) 1.5 $2.8M 14k 204.44
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.4M 8.5k 278.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.4M 92k 25.60
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.3M 8.3k 277.28
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $2.1M 21k 100.18
Applied Materials (AMAT) 1.1 $2.1M 6.1k 334.45
Duke Energy Corp Com New (DUK) 1.1 $2.0M 15k 131.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $2.0M 26k 76.44
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.9M 8.7k 214.32
Sony Group Corp Sponsored Adr (SONY) 1.0 $1.9M 93k 19.93
Select Sector Spdr Tr State Street Ind (XLI) 1.0 $1.8M 11k 159.24
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $1.7M 69k 24.90
Advanced Micro Devices (AMD) 0.9 $1.6M 8.3k 197.91
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $1.6M 8.0k 204.18
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $1.6M 16k 103.41
Micron Technology (MU) 0.9 $1.6M 4.9k 323.74
Select Sector Spdr Tr State Street Fin (XLF) 0.9 $1.5M 32k 48.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $1.5M 11k 136.47
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.5M 19k 77.14
Honeywell International (HON) 0.8 $1.4M 6.3k 224.02
Raytheon Technologies Corp (RTX) 0.7 $1.4M 7.2k 187.86
Interactive Brokers Group In Com Cl A (IBKR) 0.7 $1.3M 20k 65.25
Exxon Mobil Corporation (XOM) 0.7 $1.2M 7.3k 170.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.2M 50k 24.67
Spdr Series Trust State Street Spd (SPTS) 0.7 $1.2M 41k 29.18
Procter & Gamble Company (PG) 0.7 $1.2M 8.3k 144.63
Eli Lilly & Co. (LLY) 0.7 $1.2M 1.3k 901.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.2M 23k 49.95
Nextera Energy (NEE) 0.6 $1.1M 12k 92.78
Abbvie (ABBV) 0.6 $1.1M 5.0k 213.93
McDonald's Corporation (MCD) 0.6 $1.1M 3.4k 308.93
Johnson & Johnson (JNJ) 0.6 $1.0M 4.3k 243.29
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.0M 2.4k 425.22
Coca-Cola Company (KO) 0.6 $1.0M 13k 76.20
Chevron Corporation (CVX) 0.5 $977k 4.7k 209.00
JPMorgan Chase & Co. (JPM) 0.5 $885k 3.0k 290.66
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $870k 8.8k 99.22
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.5 $867k 40k 21.58
Walt Disney Company (DIS) 0.5 $851k 8.8k 96.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $824k 27k 30.68
Southern Company (SO) 0.4 $771k 8.0k 96.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $761k 5.4k 142.20
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.4 $719k 44k 16.33
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $714k 9.4k 75.63
Costco Wholesale Corporation (COST) 0.4 $706k 708.00 996.61
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $680k 11k 61.78
Corning Incorporated (GLW) 0.4 $660k 5.0k 130.75
Newmont Mining Corporation (NEM) 0.4 $658k 6.2k 105.93
Pepsi (PEP) 0.4 $651k 4.2k 155.65
Meta Platforms Cl A (META) 0.3 $635k 1.1k 554.31
Merck & Co (MRK) 0.3 $616k 5.2k 118.26
ConocoPhillips (COP) 0.3 $607k 4.6k 132.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $562k 7.6k 73.62
Ge Aerospace Com New (GE) 0.3 $552k 2.0k 275.64
Ishares Tr Mbs Etf (MBB) 0.3 $539k 5.7k 94.89
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $533k 6.0k 88.39
Constellation Energy (CEG) 0.3 $530k 1.8k 290.22
Waste Management (WM) 0.3 $523k 2.3k 229.96
Norfolk Southern (NSC) 0.3 $520k 1.8k 283.83
Altria (MO) 0.3 $514k 7.7k 66.69
Abbott Laboratories (ABT) 0.3 $499k 4.9k 102.11
Spdr Series Trust State Street Spd (SPTM) 0.3 $496k 6.3k 78.63
At&t (T) 0.3 $488k 17k 28.89
Tri-Continental Corporation (TY) 0.3 $473k 15k 31.08
Truist Financial Corp equities (TFC) 0.3 $471k 10k 45.83
CSX Corporation (CSX) 0.3 $466k 12k 39.95
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $463k 1.0k 463.19
Freeport Mcmoran CL B (FCX) 0.3 $459k 8.2k 55.76
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.2 $452k 20k 22.58
Phillips 66 (PSX) 0.2 $450k 2.5k 183.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $446k 8.5k 52.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $444k 6.6k 67.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $440k 775.00 568.16
Palantir Technologies Cl A (PLTR) 0.2 $439k 3.1k 139.55
Union Pacific Corporation (UNP) 0.2 $425k 1.8k 241.84
Bank of America Corporation (BAC) 0.2 $421k 8.8k 48.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $407k 855.00 476.35
Broadcom (AVGO) 0.2 $405k 1.3k 303.93
Ge Vernova (GEV) 0.2 $403k 485.00 831.28
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $395k 8.6k 45.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $391k 665.00 587.45
Ishares Tr Tips Bd Etf (TIP) 0.2 $390k 3.5k 110.36
Amgen (AMGN) 0.2 $381k 1.1k 349.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $379k 5.1k 74.95
Bhp Billiton Sponsored Ads (BHP) 0.2 $367k 5.1k 71.28
Wells Fargo & Company (WFC) 0.2 $367k 4.7k 77.68
Ciena Corp Com New (CIEN) 0.2 $365k 1.0k 365.00
L3harris Technologies (LHX) 0.2 $362k 1.1k 340.72
Ishares Tr Russell 2000 Etf (IWM) 0.2 $360k 1.5k 240.96
PPG Industries (PPG) 0.2 $357k 3.4k 104.00
Cisco Systems (CSCO) 0.2 $356k 4.6k 77.29
Pfizer (PFE) 0.2 $354k 13k 27.87
Shell Spon Ads (SHEL) 0.2 $354k 3.8k 92.93
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $351k 2.4k 146.22
Lumentum Hldgs (LITE) 0.2 $348k 532.00 654.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $347k 5.8k 59.52
Intel Corporation (INTC) 0.2 $344k 8.1k 42.56
Caterpillar (CAT) 0.2 $340k 497.00 684.32
Lennar Corp CL B (LEN.B) 0.2 $336k 4.1k 81.84
Republic Services (RSG) 0.2 $333k 1.5k 220.33
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $332k 1.4k 232.90
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $329k 30k 11.13
McKesson Corporation (MCK) 0.2 $324k 375.00 864.57
Entergy Corporation (ETR) 0.2 $321k 2.9k 111.55
International Business Machines (IBM) 0.2 $321k 1.3k 238.07
Philip Morris International (PM) 0.2 $320k 1.9k 165.00
Spdr Series Trust State Street Spd (SPYM) 0.2 $317k 4.2k 75.70
Global X Fds Artificial Etf (AIQ) 0.2 $316k 6.8k 46.52
Wec Energy Group (WEC) 0.2 $316k 2.7k 115.58
3M Company (MMM) 0.2 $315k 2.2k 143.11
Toyota Motor Corp Ads (TM) 0.2 $309k 1.5k 202.98
Ishares Tr Msci Eafe Etf (EFA) 0.2 $309k 3.2k 95.30
UnitedHealth (UNH) 0.2 $307k 1.2k 265.79
BP Sponsored Adr (BP) 0.2 $305k 6.5k 47.29
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $304k 6.1k 49.75
Gilead Sciences (GILD) 0.2 $301k 2.2k 137.84
United Parcel Svcs CL B (UPS) 0.2 $297k 3.1k 96.73
PPL Corporation (PPL) 0.2 $296k 7.7k 38.20
Citigroup Com New (C) 0.2 $294k 2.7k 108.71
Barrick Mng Corp Com Shs (B) 0.2 $289k 7.4k 39.12
Verizon Communications (VZ) 0.2 $286k 5.7k 50.27
eBay (EBAY) 0.2 $285k 3.2k 89.28
Western Digital (WDC) 0.2 $281k 1.1k 251.65
Toronto Dominion Bk Ont Com New (TD) 0.2 $281k 3.0k 93.05
Goldman Sachs (GS) 0.2 $280k 343.00 815.88
Marathon Petroleum Corp (MPC) 0.2 $273k 1.1k 244.33
Allegheny Technologies Incorporated (ATI) 0.1 $271k 2.0k 135.50
Vanguard Index Fds Large Cap Etf (VV) 0.1 $269k 902.00 298.33
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $267k 2.9k 92.42
Exelon Corporation (EXC) 0.1 $257k 5.2k 49.07
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $256k 2.1k 123.53
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $254k 5.5k 46.19
AutoZone (AZO) 0.1 $252k 75.00 3361.32
Jabil Circuit (JBL) 0.1 $252k 1.0k 251.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $251k 7.7k 32.70
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $250k 13k 19.40
Ares Capital Corporation (ARCC) 0.1 $247k 14k 17.91
Bristol Myers Squibb (BMY) 0.1 $246k 4.1k 60.37
M&T Bank Corporation (MTB) 0.1 $245k 1.2k 203.17
Arthur J. Gallagher & Co. (AJG) 0.1 $241k 1.1k 216.24
Paychex (PAYX) 0.1 $240k 2.6k 92.76
Intuitive Surgical Com New (ISRG) 0.1 $239k 525.00 454.75
Paypal Holdings (PYPL) 0.1 $237k 5.3k 44.84
Hewlett Packard Enterprise (HPE) 0.1 $236k 10k 23.23
Emerson Electric (EMR) 0.1 $232k 1.8k 126.70
Valley National Ban (VLY) 0.1 $230k 19k 12.28
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $228k 4.9k 46.94
Enbridge (ENB) 0.1 $227k 4.2k 54.27
Valero Energy Corporation (VLO) 0.1 $225k 908.00 248.04
Ishares Tr Msci Usa Value (VLUE) 0.1 $219k 1.5k 142.19
Welltower Inc Com reit (WELL) 0.1 $218k 1.1k 195.85
Air Products & Chemicals (APD) 0.1 $217k 747.00 290.74
Oracle Corporation (ORCL) 0.1 $217k 1.5k 140.42
General Motors Company (GM) 0.1 $215k 2.9k 73.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $215k 4.3k 49.86
Sandisk Corp (SNDK) 0.1 $210k 366.00 572.50
Ross Stores (ROST) 0.1 $209k 1.0k 208.79
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $207k 25k 8.34
Ishares Tr National Mun Etf (MUB) 0.1 $206k 1.9k 106.11
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $203k 1.7k 118.51
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $202k 25k 8.03
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $201k 1.7k 121.86
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $174k 20k 8.88
Japan Smaller Capitalizaion Fund (JOF) 0.1 $160k 15k 10.65
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $138k 13k 10.26
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $137k 26k 5.31
Ford Motor Company (F) 0.1 $134k 12k 11.40
Invesco Quality Municipal Inc Trust (IQI) 0.1 $124k 13k 9.38
Nomura Hldgs Sponsored Adr (NMR) 0.1 $114k 15k 7.62
Blackrock Tech And Private E Shs Ben Int (BTX) 0.1 $97k 15k 6.36
B2gold Corp (BTG) 0.0 $78k 18k 4.31
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) 0.0 $33k 15k 2.21
Ammo (POWW) 0.0 $21k 11k 1.96
Loandepot Com Cl A (LDI) 0.0 $14k 10k 1.42